Admin & Sales Coordinator

3 weeks ago
Full-time
Entry Level
Sales and Business Development
Remote Raven

Remote Raven

Remote Raven connects clients with highly qualified virtual assistants to quickly fill positions, enabling businesses to focus on core activities with no start-up fees.

Professional Services
11-50

Description

  • Review the sales pipeline daily to identify stalled jobs, missing information, and items needing manager review.
  • Contact sales representatives through Podium or CRM messaging to obtain missing details and move jobs forward.
  • Update CRM job records accurately and promptly based on information from the sales team.
  • Monitor for inconsistencies, missing documentation, or stalled progress and proactively escalate issues to operations leadership.
  • Call insurance companies on behalf of active claims to request status updates, verify coverage details, and document outcomes.
  • Track insurance call activity and maintain organized records for internal reference and manager review.
  • Send template-based client emails at key stages of the job process and respond to basic inquiries or route them appropriately.
  • Create and format client-facing photo reports using job photos from the field team.
  • Assist with basic project estimates using company templates and pricing guidelines.
  • Maintain organized job files and support the operations manager and sales team with day-to-day administrative tasks.

Requirements

  • Full-time availability.
  • Up to $6/hr compensation.
  • No prior roofing experience required; training will be provided on systems, processes, and industry-specific tasks.
  • Strong attention to detail and the ability to notice and flag issues proactively.
  • Strong communication skills and good follow-through.
  • Comfort using a CRM platform for job tracking, pipeline management, and internal messaging.
  • Ability to use Podium for text-based communication with sales representatives.
  • Ability to use email, phone, and Microsoft Office or Google Workspace for administrative work.
  • Willingness to follow established workflows while identifying gaps or inefficiencies.
  • Ability to work remotely and support a fast-moving sales and operations team.

Interested in this position?

Apply directly on the company website

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